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200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »

Newsletters

  • Is the Medicare Donut Hole Really Closed?

    This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.

  • Four Reasons to Review Your Life Insurance Needs

    This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.

  • HOT TOPIC: Supply-Chain Chaos: Holiday Edition

    Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.

  • HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

    This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, South Carolina, South Dakota,Texas, Virginia, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

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